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  2. 1C:Drive User Manual
  3. Purchases

Purchasing plan

  • Purchases
    • Purchases overview
    • Procure-to-pay process
    • Supplier price types
    • Supplier prices
    • Supplier price lists
    • Demand planning
    • Demand forecasting
    • Purchasing plan
    • Requests for quotations
    • RFQ responses
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The data processor calculates company inventory demand (deficit). To open the data processor, browse Supply and Purchasing / Actions panel / Tools / Inventory demand Planning.
  • Settings:
    • Filter period End – demand calculation period: starting current date to period end.
    • Company – company, for which demand is calculated.
    • Deficit Only – output only items, that are in deficit.
  • Execution:

    • The data processor form contains tree of items and information about them. IN the columns of the data processor the following data is indicated: Item, characteristic, total deficit Amount, overdue demand SUM(in Item units) on current date, and demand forecast by dates.
      By selecting item in the tree, you will see the calculation details:
      • anticipated inventory balance;
      • anticipated receipts and expenses;
      • minimum and maximum stock level;
      • order details – sources of supplier invoices and expenses.

 

  • Important. IN column "Overdue" values:
    • anticipated receipts, having receipt date earlier than current date;
    • anticipated expenses, having expense date earlier than current date;
    • maximum stock level if current inventory balance is equal or less than minimum stock level (current balance is subtracted from maximum stock level).
  • Important. It is assumed that overdue indicators will be reached when the indicators in planned period are calculated.
  • Deficit calculation: if value of minimum stock balance is equal or greater than closing stock balance, then closing stock balance is subtracted from maximum stock balance.
  • Calculation of indicators in planned period:
    • Opening is equal to deficit Amount plus closing balance from previous column.
    • Receipt is equal to sum of all anticipated supplier invoices.
    • Demand is equal to sum of all anticipated inventory expenses.
    • MIN Balance is equal to minimum stock balance defined for specific item.
    • MAX Balance is equal to maximum stock balance defined for specific item. If maximum balance is zero – consider that it is equal to minimum stock balance.
    • Amount (Cur.) = Opening balance + Receipt – Demand

There is the "Recommendations" button located on the form command bar. A recommendations' dialog displays advises about hoe to eliminate inventory deficit.

  • Recommendations. Table attributes:
    • Item - that is in deficit, with details about inventory replenishment methods. The main replenishment method has a presentation of kind "…(main)".
    • Characteristic / Replenishment Source - item characteristic, including vendor details (Companies catalog). The vendor is defined by main vendor specified inside item card and by vendors, by whom Item prices were recorded.
    • Receipt Company contract date - stock demand date, with possible receipts' dates (specified the la date of: stock demand date and current date plus replenishment term).
    • Selected - item that should be included in order. This flag is marked by default for items, whose demand date is equal or greater than possible receipt date.
    • Quantity - deficit Amount.
    • Price - that has been recorded when item was received from company (company's price list).
    • Amount - item cost.
    • Currency - of the company price list.
    • Type of Prices - company price list.
  • Orders. The table contains list of orders, automatically generated via the "Generate Orders" button.
    • Order generating rules:
      • Document type is defined by item replenishment method (Purchase – document "Purchase order" with transaction type "Order for purchase", tools – document "tools orders", Processing – document "Work order" with transaction type "Order for processing").
      • If vendor is specified, then default contract will be filled.
      • Items, having identical indicators: replenishment method, company, currency, receipt date (if the "Specify receipt planned date in tabular section" flag is marked in accounting settings) are grouped into single order.

 

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